Pipedrive + Insightly Integration

Use Autopilot to automate and integrate Pipedrive and Insightly.

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Marketing Automation ideas to integrate Pipedrive and Insightly

Field Match to Update Pipedrive Deal

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Twilio SMS Received to Assign Pipedrive Person Owner to Assign Insightly Owner

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Insightly Opportunity Status Change to Assign Insightly Owner to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Assign Insightly Task

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Typeform Submitted to Check Pipedrive Deal Stage to Create Insightly Project

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Heap Event to Assign Insightly Task to Schedule Pipedrive Activity

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Heap Event to Update Insightly Contact Field

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API Trigger to Update Insightly Contact Field to Add Pipedrive Deal

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Pipedrive Deal Stage Match to Send Delighted NPS Survey

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Check Insightly Opportunity Stage to Assign Pipedrive Person Owner to Assign Insightly Owner

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Insightly Contact Field Change to Schedule Pipedrive Activity

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Add Insightly Opportunity to Update Pipedrive Deal

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Add Insightly Opportunity to Check Lead Status to Update Pipedrive Person Field

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Pipedrive Deal Stage Match to Assign Insightly Task

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Pipedrive Deal Status Match to Assign Insightly Owner to Add Pipedrive Note

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Check Insightly Contact Field to Add Pipedrive Deal

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Time Trigger to Update Pipedrive Deal

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Page Visited to Assign Insightly Task to Schedule Pipedrive Activity

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Pipedrive Deal Status Match to Update Insightly Contact Field

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Check Insightly Contact Field to Send Delighted NPS Survey

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Showing 20 of 4950 Marketing Automation ideas using Autopilot's Pipedrive and Insightly integration.

About Pipedrive

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About Insightly

Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pipedrive integration.

Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Pipedrive and Insightly.